What's New in Panoply - Version 2.204

1) Changes to Configuration :- User can now add zero value parts in configuration. 

Please find the below screenshot :- 

Changes applicable only for IGB

2) Changes to Weekly Transactional Sales report :- Weekly Transactional Sales report format has been now changed similarly to Monthly Transactional sales report.

3) Quote Changes :- Following changes mentioned below has been implemented for quote in panoply :-

i) Terms and Conditions in quote has been revamped for Labins Qatar. Changes only for GBA.

ii) Terms and Condition in quote for the enquiry categories PSG and Reagents & consumables has been revamped. Changes only for IGB.

4) Changes to Leave Module :- User can now search deleted leaves by ticking the "Show deleted Records" option.

Please find the below screenshot :- 

5) Changes to Employee Master :- With respect to new change, follow changes are made to Employee Master screen :- 

a) Option available to delete signature and photo in Employee Master.

b) Defaulted 'Employee Full Name' which was 'Employee Name' previously.

Please find the screenshot :- 

6) PM Kits auto-mail when force closed :- When user force closes the PM kits call, an auto-mail will be sent to PM Requester along with the remarks captured while force closing the PM kits Call.

7) Changes to Engineer Competency screen :- Below mentioned changes are provided to Engineer Competency screen. Please find the details of change as well the screenshots associated :- 

a) Provided a new tab Engineer Resume/CV update :- User with edit privilege to this screen can now attach updated resume against engineer name.

b) User with edit privilege only can attach CV and Training certificates against each engineer. Users with view access can always download the file.

c) Few label changes are done as per user request.

Please find the screenshot :- 

a) Attach CV :- 

8) Changes to Leads screen in proposal :- Added a new column Supplier in Parts excel download of parts.

9) Data Correction audit :- Any data corrections are performed, the log for those corrections will be tracker under this newly developed screen. This option is available in PL--> RBS --> Audit Log. 

10) Changes to Bruker PO Format :- In PO Management screen, when we raise supplier PO, Bruker PO format has been revamped. As per user request we have added additional fields such as "End user Information, Other Charges, Note and Supplier Details.

11) Changes to Item wise Logistics Pivot :- The following fields such as "AWB Country, MAWB No., AWB Year, AWB Month, AWB Dates" are added successfully to Item wise Logistics pivot.

12) Sub-Order :- Any Billable Order forms or New Quote requests are raised for existing order and if the provisional amount is utilized, in P&L Sub-Order will be created to the main order.

i) Changes at Parts request Level :- For billable Order Forms when manager approves the parts request, a Sub Order will be created in PL --> IO Management. Also the same created Sub-Order will appear in Handover Invoice screen in Provision Tab if the main order invoicing is done by Service. Please refer to below screenshot :- 

Screenshot of Sub Order Details in PL --> IO Management :- 

Screenshot handover invoicing screen, if the invoicing is done by service, the same sub order will list in Handover for Invoicing screen :- 

ii) Changes at Handover invoice screen :- For Rate contracts whenever service coordinator submits line items to raise tally invoice details, in PL a sub Order will created. 

Screenshot same as above

iii) From Sales as Sub Quote :- In Sales --> Quote screen, when the sub-quote is linked to a main order, User can select either of the three options below :- 

Below listed are the functionality details of three different options listed in the above screenshot:- 

a) Addendum to the Order :- If user select this option and if the enquiry is generated via parts request, then automatically the part request mode will change to order form billable. If Sub-Quote generated from sales then those items will be available Parts request screen while creating Billable OF. 

b) Budgetary Quote :- If this option is selected, Sub Order will be created and configuration items will be send for procurement. If main order invoicing is handled by service then the created Sub Order will appear in Handover Invoice screen in service screen. 

c) Final Quote:- Same as Budgetary quote.

iv) Changes to Customer Order screen :- If SSD part numbers are available in Sub-Quote, in customer order screen the SSD Part number will list for the Service Manager to decide whether to create a new call or re-open existing SRID.

                                                                                 Thank You